Investment adviser · CRD 107304
LANDMARK REALTY ADVISORS LLC
SIMSBURY, CT, United States · Form ADV filed Aug 23, 2022
- Regulatory AUM
- $6.91B Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $6,906,155,181 | 31 | Mar 31, 2022 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 18 | $6,906,155,181 | 100.0% |
Filing source
Form ADV 1669857 · Aug 23, 2022 · Item 5.D
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
18 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
NCL INVESTMENTS, L.P. - RE SERIESReal Estate Fund$35.3MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-3085648658
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-230397
Form ADV 1669857 · Aug 23, 2022 · Schedule D 7.B.(1)
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
LANDMARK REAL ESTATE PARTNERS VI-OPERS CO-INVESTMENT, L.P.Real Estate Fund$26.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-5015629508
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1669857 · Aug 23, 2022 · Schedule D 7.B.(1)
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
LANDMARK REAL ESTATE PARTNERS VI OFFSHORE, L.P.Real Estate Fund$19.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-1555990691
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1669857 · Aug 23, 2022 · Schedule D 7.B.(1)
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
LANDMARK IAM REAL ESTATE PARTNERSHIP V, L.P.Real Estate Fund$10.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-8580379562
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1669857 · Aug 23, 2022 · Schedule D 7.B.(1)
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 31, 2022 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1669857 · Aug 23, 2022 · Items 1 & 5
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $6.3B
- Non-discretionary
- $605M
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
ATTN: ANTOINETTE LAZARUS, 10 MILL POND LANESIMSBURY, CT, 06070-2429, United States
CRD 107304
Filing source
Form ADV 1669857 · Aug 23, 2022 · Items 1 & 5
Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.